JPMorgan Diversified Fund L (JPDVX)

16.36 -0.05 (-0.30%) USD  |  Dec 13 2024
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JPDVX 1 Year Total Returns (Daily): 15.34% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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PGIM Balanced Fund R6 17.85%
Columbia Balanced Fund R 17.87%
State Street Balanced Index Fund K 18.31%
American Funds American Balanced Fund R1 18.39%
Fidelity Puritan Fund K 23.93%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 1.05%
3 Month Total Returns (Daily) 1.94%
6 Month Total Returns (Daily) 5.88%
Annualized 3 Year Total Returns (Daily) 3.83%
Annualized 5 Year Total Returns (Daily) 8.16%
Annualized 10 Year Total Returns (Daily) 7.45%
Annualized 15 Year Total Returns (Daily) 8.44%
Annualized Total Returns Since Inception (Daily) 7.61%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:JPDVX", "one_year_total_return")
Last 5 Data Points: =YCS("M:JPDVX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.